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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Bardon is a financial advisor who has been working in the industry since 1998. Jeremy is currently registered with LPL Financial LLC, a large financial services firm with a broad range of services. Jeremy has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and retirement plans. Jeremy is a Certified Financial Planner and holds a variety of industry licenses and certifications. Jeremy is a well-rounded and experienced advisor with a strong background in the financial services industry.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
03/24/2021 - Present
LPL Financial LLC (APPLETON WI)
WI
04/24/2017 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (APPLETON WI)
WI
08/12/2016 - 04/25/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
11/07/2008 - 08/02/2016
LPL FINANCIAL LLC (APPLETON WI)
WI
08/12/2002 - 11/21/2008
CITIGROUP GLOBAL MARKETS INC. (GREEN BAY WI)
NY
03/08/1999 - 08/14/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
07/30/1998 - 02/10/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 03/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 11/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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